Puja Damani Puja Damani, February 13, 2023

HubSpot Onboarding – Why, How, and Who?

HubSpot is one of the leading marketing, sales, and service platforms that help businesses to attract, engage and delight their customers. It has numerous features and tools can help you scale your business by achieving your goals and overcoming challenges.

But the bitter truth is that most businesses don’t make optimum use of the platform and, as a result, lose out on making the most of the investment. Once you have purchased HubSpot, some of the questions that may make you wonder are:

  • Where do I begin?
  • How do I get my team started with HubSpot?
  • Will I get the maximum advantage of the features and functionality of HubSpot?
  • How much time do I need to invest in starting with HubSpot?

Well, no second thoughts that HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place but to derive the benefits of HubSpot, it is vital to understand how to get rolling with HubSpot and its working.

This is where HubSpot Onboarding comes into play. HubSpot Onboarding is crucial as it sets the tone for how you will use the platform in the coming years.

Three solutions to all your worries about HubSpot Onboarding

  • DIY HubSpot Onboarding
  • Purchase HubSpot Standard Onboarding Program directly
  • Collaborate with HubSpot Solutions Partners to customize your onboarding.

This blog enlightens you on the following:

What is HubSpot Onboarding?

Why is HubSpot onboarding customary?

Challenges with DIY Onboarding

HubSpot Direct Onboarding Process

HubSpot Partner Agency Onboarding Process

Advantages of choosing HubSpot Partner Agency

What is HubSpot Onboarding?

HubSpot onboarding is setting up all the options that come with your HubSpot subscription and making them functionally available to your team. It also involves guiding and training your team at each stage of running marketing and sales. It introduces new users to the HubSpot platform and enables them to use the software effectively.

HubSpot onboarding aims to help users get up and running swiftly and successfully with the platform to begin viewing notable results from their marketing, sales, and customer service efforts.

Why is HubSpot onboarding customary?

HubSpot Onboarding is not only mandatory but also necessary. But why?

 Following are the reasons why HubSpot Onboarding is a necessity:

  • To understand the software and the available features to the fullest
  • To begin using the platform at the earliest
  • To optimize your HubSpot investment
  • To get adequate training and knowledge for your team
  • To organize the platform to work towards achieving goals

Challenges with DIY Onboarding

Trying to Onboard to HubSpot all by yourself would be an arduous task like climbing a mountain with no expertise. A well-trained professional has all the skills to climb Everest, but a layman’s difficulty is too apparent, and the same applies to HubSpot Onboarding.

Some of the challenges that you may experience with DIY HubSpot Onboarding are:

1. Lack of technical expertise

It can be challenging to set up and customize the platform to meet particular business requirements without proper technical knowledge.

2. Time consumption

Onboarding can be time-consuming, especially for businesses with limited resources or technical skills.

3. Inadequate training and support

Users may need proper training and support to exploit the platform's features and capabilities completely.

4. Integration difficulties

Integrating the platform with other tools and systems can be arduous, and with proper advice, businesses may be able to link the platform with their existing technology stack.

5. Data migration issues

Migrating data from existing systems to HubSpot can be difficult, especially if the data is in a complex format.

To overcome these challenges, it is recommended to seek the help of a certified HubSpot partner or a professional service provider with expertise in the platform.

HubSpot Direct Onboarding Process

With HubSpot direct onboarding, you are tied up with HubSpot implementation specialists for 90 days after signing up. They will provide you with general training on how to set up and use HubSpot and take you through all the features and tools. They will advise you on suitable integrations for your business and provide continuous ongoing support for 90 days.

Direct onboarding involves going through many blogs and articles and watching innumerable videos to understand and use the platform. It can also be challenging, especially for businesses without technical expertise. However, it can be a cost-effective solution for organizations with the resources and expertise to handle the process independently.

The HubSpot implementation specialist will act like a consultant. They can only guide you on how to go about things, but on the ground level, the work has to be done by you. Also, they cannot frame customized plans for you as they don’t have the time to learn about your business and buyer’s journey.

HubSpot Partner Agency Onboarding Process

HubSpot Certified Partner Agencies or HubSpot Solutions Partners are the agencies that work with HubSpot to implement marketing, sales, service, operations, web design & development, CRM, and other technical assistance to the clients. The agencies continuously undergo in-depth training and certification programs to update themselves with the latest HubSpot platform developments.

Why should I choose a HubSpot Partner Agency for Onboarding when HubSpot can help directly Onboard me?

Well, there are many perks of onboarding with an experienced and expert HubSpot Partner Agency like Inboundsys (We are not bragging but stating the truth 😊.) Inboundsys has been a HubSpot partner since 2012 and has constantly been helping clients across the globe to make optimum use of the HubSpot platform and increase their ROI.

Advantages of choosing HubSpot Partner Agency

1. Expertise plus Experience

Partner agencies have specialized knowledge and expertise in implementing and optimizing the HubSpot platform. This can help ensure a successful onboarding process and maximize the potential benefits of the software.

One of the criteria to be a HubSpot Partner is that marketing agencies should have various HubSpot certifications, which make them qualified professionals. Also, they get direct support and mentoring from the HubSpot team on any queries or strategies.

In addition to their expertise, they are experienced users of the HubSpot platform, having acquired a wealth of best-practice knowledge from their work with other businesses. For example, Inboundsys – HubSpot Platinum Partner Agency has built almost 600+ websites on HubSpot and offered various services on the platform over the past ten years. Partner agencies like us are a one-place stop for all your digital marketing needs giving fewer headaches and more results.

2. Customization

Partner agencies can provide custom solutions and integrations tailored to the specific needs of your business. This can include developing custom integrations, creating custom templates, and designing custom workflows to streamline your business processes which can help you get the most value from the software and ensure it is a good fit for your organization.

 They will devote time and effort to understanding your business operations and goals and build tailored sales and marketing plans per your business requirements.

3. Support

Partner agencies can provide ongoing support and optimization services to help you get the most out of your HubSpot investment. This can include training, technical support, and advice on best practices. Also, continuously new tools and features get added to HubSpot, and as your business expands, you will need to access and use these new tools sooner or later.

But, keeping up with the advancements may be difficult for you, and that’s where a partner agency like Inboundsys will provide you with the constant assistance and training needed. This way, you can ensure that your business maximizes on the new tools and scales. 

4. More value for time and effort

Partner agencies can help accelerate your organization's time for value & effort by helping you quickly and effectively onboard and implement the platform. The onboarding timeline will be configured to your business needs.

If you wish to see a faster return on your investment in HubSpot, then it’s essential to get all the HubSpot users to upskill fast, and this is where a partner agency can help and provide training sessions to the teams. So, the teams understand the value of the HubSpot platform and do not waste time in figuring out the tools but rather invest time in other essential aspects of the business.

5. Cost efficient

An agency partner costs less than HubSpot. Hence, it’s more affordable for small and medium-sized businesses. Compared to HubSpot, though the onboarding pricing of a partner agency is less, the value is more than HubSpot’s offering. With less money, you get personalized support from the agency, and they are available whenever you need them rather than once or twice a week, as HubSpot.

Partner agencies also often provide cost-effective solutions and help organizations avoid potential pitfalls during implementation. The best part is that the pricing is tailored to the services you need and aren’t exactly set on one single pricing plan. You can work with the agency to determine your needs and select services based on their pricing.

6. Maximize ROI

By working with a HubSpot Partner Agency, you can maximize your return on investment and achieve your business goals faster. They can help you get the most out of your HubSpot investment and ensure that you see a positive impact on your business as soon as possible.

They will come with processes that aim to resolve your company's unique problems and pain points and yield positive results, thus leading to increased ROI.

7. Streamlined Process with proven results

HubSpot Partner Agencies can streamline the onboarding process, reducing the time and effort it takes to get started with HubSpot. They can help you set up your account, configure workflows, and implement integrations with other tools you use.

Partner agencies have a track record of delivering results for their clients. They can help you achieve your business goals and provide you with data-driven insights to make informed decisions.

So, what’s the best HubSpot Onboarding option for you?

The answer to this is dependent on your business needs and resources. But make sure that the start is good so that your investment sees the needed results.

If you are looking for a partner agency, INBOUNDSYS is ready to partner with you and onboard you most seamlessly and effectively. We can help your organization optimize the platform's potential benefits and ensure you go through a successful and result-driven onboarding process.

 ‘Always make your investments in the best to derive the best!’

Inboundsys is one of the leading award-winning HubSpot Platinum Partner Agencies with over ten years of experience working with the HubSpot platform. We take time to understand our client’s goals and challenges and take them through the most fruitful solutions that are coherent with their business needs. We can curate a customized solution tailored to your specific business needs and provide ongoing support and training to maximize the value of your investment in HubSpot.

 Connect with us today to take a successful onboarding flight!

New call-to-action
Puja Damani

Written by Puja Damani

Puja is an artistic, creative, and passionate Client Success Manager at Inboundsys. She has more than 15 years of experience in web designing and the Ed-Tech platform. Over the years, she has essayed multiple roles, from being a web designer, content writer, teacher, and business analyst to a quality analyst. She has exceptional analytical skills, interpersonal communication skills, and organizational skills. Her keen ability to break down and synthesize information and attention to detail while envisioning the bigger picture makes her a genuine people person and build healthy relationships. She is an eloquent writer and has written many blogs on Ed-Tech and other web technologies. During her free time, she likes reading books on recent technological developments and non–fiction books and satiate her creative instincts through painting and cooking.

Comments Form

    Recent Posts

    Posts by Tag

    See all